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Billing & Payments

Take payments, run membership programs, and keep the money side moving without chasing it.

Written Tutorial Articles

Billing & Payments guides

Billing & Payments

Add a Card or Bank Account

Save a student's card or bank account on their profile so you can charge programs and products.

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Assign Membership Programs

Once you have created a program, you are ready to assign it to your students. This article explains how assigning memberships works.

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Create a Membership Program

Memberships control billing, attendance, and access to your martial arts school. Read on to develop custom memberships.

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Create a Month-to-Month Recurring Membership Program

Month-to-month billing allows your martial arts school to forego long-term contracts. Read on to develop a monthly payment program.

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Create Upgrade Paths

Set the rules that tell Red Belt Gym when a student is ready to move up to a new program.

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Manage Family & Group Accounts

Learn how to add and archive dependents to your martial arts school.

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Set Up Automatic Receipts

Automatically email customers a receipt after their first payment and every recurring payment.

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Set Up PaySimple Payment Processing

Check your PaySimple connection, choose how failed payments are retried, pass on card fees, and set your tax rates.

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Set Up Sales Tax

Choose the tax rate charged on products and programs.

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Track Active vs Inactive Members

See at a glance which students are still training and which have gone quiet, by filtering your contacts by type.

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Update a Membership Program

Times change and the billing, attendance, and access to your martial arts school should match. Learn how to edit your custom membership programs.

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Update, Freeze or Cancel a Membership

Edit, pause, or stop a student's membership to control access to your martial arts school. Read on to make changes to your customers' assigned programs.

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View Transactions and Overdue Payments

See every payment your school has processed and quickly find failed, refunded or overdue payments.

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View Upgrade Opportunities

Track students who are ready to move up to a new program and walk them through an upgrade offer.

Video Tutorials

Billing & Payments walkthroughs

Payment Setup & Creating a Program or Product

Set up payments, then build your first membership program or retail product.

How to Bill Customers

Walk through billing a student for a program or a product.

Track Memberships & Funnels

Follow memberships and funnel stages to see where each student stands.

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